Application Mode

When you log into PhixFlow to use an application, the Welcome screen lists all the applications available to you. 
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Applications are shown as a set of cards. You can use the buttons on the right to switch between a card and a list view.

Click anywhere in a card to run the application. PhixFlow always asks if you want to confirm any action, including opening an application. Click Yes to continue. When you load an application, all the window except the grey header bar, is an application designed by your company. It will have its own menus and navigation, to provide you with the options you need. 

You can return to the Welcome window at any time by clicking on the ??Add dot iconicon in the top left. The PhixFlow logo also returns to the Welcom window. However, this logo is not present if:

• you are running PhixFlow on a mobile device
• your administrator has configured PhixFlow logo to display your company logo instead.

See also: Application Menu.

On Mobile Devices

What's visible on mobile??

PhixFlow applications are often deployed on mobile devices, such as tablets. This means team members can access and update data whilst in the field. As mobile devices have less screen space available, the header bar is simplified to show the icons:

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   –  the options available depend on your permissions.

Application Help

Application designers are responsible for providing help about how to use an application.

Design Mode

Working on an Application

The Welcome window lists all the applications available to you. 

Applications are shown as a set of cards. You can use the buttons on the right to switch between a card and a list view. You can change the view from tile to list view or search for an application by name. This is also where you can find links to the latest videos from the learning centre.

To You can return to the Welcome window , click at any time by clicking on ??Add dot icon Application list icon or PhixFlow logo in the top rightleft. The PhixFlow logo is not present if:

if your administrator has configured PhixFlow logo to display your company logo instead

The ??Add Application list icon is always present.

??Add link to the Application page

If you do not want to work on something that is in an application, such as an analysis model, click the repository icon on the right. The repository list slides open and you can search for the item you want to work on.

Application Design Home Window

Click anywhere in a card to open the application. PhixFlow always asks if you want to confirm any action, including opening an application. Click Yes to continue. 

When you select an application:

In  Insert excerpt_design_mode_design_modenopaneltrue, PhixFlow loads the application. This means the repository shows only the items for the application.

From continueto the Application Design Home window. From here you can select one an aspect of main your application items on which to work.

PhixFlow Window Areas

PhixFlow is a visual tool for developing applications or modelling data. There are several different diagrams that you can work on, such as workflows, ERDs, screen layouts and analysis models.

The following labelled screenshot shows the main areas of the PhixFlow window when you are working on a diagram, in this case an ERD.Design mode has a workspace on the

left and the repository tab on the right. The repository lists the items in PhixFlow to which you have access. If the repository is not visible, click the  Insert excerpt_repository_repositorynopaneltrue icon in the bottom left of the window.

The Header Bar 

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TaskBar TaskBar

??Search and replace whole help task bar → header barOn Desktop or Laptop Computers

For desktop or laptop computers, the task bar shows:

The header bar runs across the full width of the PhixFlow Window. It shows, from left to right:

• The Application list icon and, optionally the PhixFlow logo. Both these act as a home button, returning you to the Welcome window and list of applications
• Quick access to the main application aspects, Application Home, Data, Screens and Analysis models. 
• The name of the PhixFlow server 

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  . This provides access to your user account and the 

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  console

  logout _

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   button

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  administration

  repository _

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   –  the options available depend on your permissions.

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  console _

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  repository

  administration _

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   –  the options available to you depend on your permissions.
• either 

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   or 

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  .
  
• In design mode, PhixFlow displays green, blue or red notification pop-ups on screen. You can click Dismiss notifications to close all green and blue notifications. You must close red error messages individually.

The Repository, Items and Properties

When you open PhixFlow in design mode, PhixFlow opens the Repository tab on the right of the screen; see Using the Repository. 

Double-click on an item in the repository to open its properties tab. Here you can set the properties for modelling objects and application components. 

In addition to having properties, you can open and edit some items in the workspace on the left. These are:

•  Analysis Models: represent the flow and transformation of data.
•  Stream Views: display the data in streams as tables (called grids) and charts.
•  Dashboards: combine several stream views. Application screens are dashboards with more complex layouts, including menus and actions. 

To display and update these items:

• Could this be a slider??

The Applications Menu Bar

If the open application has it's own menu bar configured, this appears below the header bar.

Where are these now??

• the number of currently running actions
• the status of any actions,

Tabs for Open Diagrams

For every diagram or screen that you open, PhixFlow creates a new tab. You can easily switch between open items using the tabs.

Property Tabs 

Click on the name of an item to open its properties tab on the right. Usually PhixFlow opens each property tab in the same space and automatically closes any saved property tab. 

• To switch between tabs, click on the tab, which shows the name of the item.
• To keep a property tab open, click the 

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   icon in its tab. 
• To unpin a property tab, click the 

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   icon.
• To view tabs side-by-side, drag the property tab onto the workspace. This creates a second properties area. You can create several property areas and you can drag properties tabs between them.
• To close a property tab, click on the white cross on the tab.

Every properties tab has a toolbar at the top, next to the item name. If the item name is long, toolbar icons are condensed into a 

For information about the properties tabs and their toolbar options, see Menu Options and Toolbar Buttons.

Repository

Accessing Help

For any task, PhixFlow provides list of the relevant items that you can use. There is also a repository, which lists the items in your application; see Using the Repository. Click the repository icon on the right edge show or hide the repository.

Notifications

PhixFlow displays green, blue or red notification pop-ups on screen. You can click Dismiss notifications to close all green and blue notifications. You must close red error messages individually.

Accessing Help

In 

If you do not want to show the help panel again, tick the check box at the bottom of the panel. To subsequently show the panel, go to 

To open the reference help about the options in a properties tab, click 

When you delete a PhixFlow item it is deleted from the repository and from any model or dashboard that contains it. Deleting cannot be undone. For this reason, PhixFlow

.In analysis models, consider using the alternative pop-up toolbar option,  Insert excerpt_remove_removenopaneltrue. This removes the modelling object from the model, but it remains in the repository.To delete an item completely, right-click any item to display its context menu and click  Insert excerpt_delete_deletenopaneltrue. 

Selecting and Deleting Items

Either in the repository or in dashboards or modelsdiagrams, you can click an item to select it. A selected item is highlighted. Also the highlighting on any previously selected items is cleared.

There are several places in PhixFlow where you can make a change to several items at the same time, for example deleting items. To select a continuous subset of items in a list,

1. Select the first item on the list.
2. Hold down the Shift key.
3. Then select the last item.

To select several items separately, press the Control (Ctrl) key as you click the different items. This will add each item to the list of selected items. If you click on an item that is already selected, it is removed from the selection list. 

Remove from or Delete Everywhere

When you are working in diagrams and you no longer want an item to appear, you can:

• either remove it from the diagram. Use this option if you added an item that already existed in the repository and now you do not need it in your diagram.
• or delete it from this diagram and from the repository. You may want to do this if you created the item for this diagram only, and now no longer need it.

When you use Delete Everywhere, the item is deleted from the repository and from any model or dashboard that contains it. Deleting cannot be undone. For this reason, PhixFlow:

• always asks for confirmation that you really do want to delete an item before actually deleting it. 
• will not delete an item when another object within PhixFlow still refers to it.
  PhixFlow notifies you about how many and what type of items still refer to the item you are trying to delete.

Drag-and-Drop

The user can drag-and-drop many of the items in PhixFlow. What happens when you drag items depends on the context. In general:

• Items can only be dragged onto a compatible location. PhixFlow does not let you drop an item if it makes no sense for the item to be in that location.
• You can often drag multiple selected items to/from lists.
• Items can be reordered when dragged into ordered lists. For example, the order of the items is important in the Stream Attributes.
• In model windows, you can drag single or multiple modelling objects around the model; see Using the Model Window.
  To drag objects off the model and onto another location, select the object and then use Shift-drag.
• One or more Stream Views can be dragged onto Dashboards to display data.

Context Menus

Anchor
contextMenu contextMenu

Right-click any item to display its context menu. You can display a context menu when you right-click:

• its an item's name in the repository
• for modelling objects, its icon in a modelfor layout components, its representation in a dashboarddiagrams, an item's icon on the canvas
• for screens, a components.

Analysis Model objects always have the context menu entry 

Deleting Items

PhixFlow does not have an option to undo an action such as deletion. Take care when you use the  Insert excerpt_delete_deletenopaneltrue option as this removes the selected item from the repository. It can affect other items that also use the item you are deleting. For analysis models, it is safer to use the  Insert excerpt_remove_removenopaneltrue option, which erases the selected modelling object from the model, whilst leaving it in the repository and in other models that use it.

Error Messages

If you are using a PhixFlow application, the messages you see related to actions within the application are written by application designers using the Action → Confirmation Message.

If there is an error that prevents PhixFlow completing something, it will display the system error message.

Administrators monitor the details of what PhixFlow is doing using the System Console and can configure how much detail is logged; see System Monitoring and System Logging Configuration.